![]() (Possible in Classic, but only viewable in Lightning) Graph the number of opportunities closed in the past year by their amount: $0-$50k, $50k-$250k, $250k-$1M, $1M+.View total opportunity amounts by deal probability: 0-33%, 34-66%, 67-100%.Chart the number of accounts by employee number: 1-50, 50-250, 250+ (see example above).The list below provides some useful examples of bucket fields: You can use this feature to select the variable to bucket by, define grouping ranges and give each one a custom label.įor example, this is your data with bucket fields: That’s where bucket fields are useful: they let you group records based on ranges of number, currency and picklist values. When building Salesforce reports, have you ever wanted to group records based on something other than picklists? Maybe you’ve previously tried to arrange data based on a currency or number field, for example, and ended up with a terrible bar graph because your report created a separate bar for every unique value of that field. (Possible in Salesforce Lightning and Classic) Group records based on numbers, percentages and more with bucket fields. Together, they’ll help you to filter, group and chart data in new ways, boosting your ability to view your Salesforce data in meaningful ways. Much of the best Salesforce reporting functionality, however, isn’t readily apparent to new users - it took me, for example, months of Salesforce use to learn the ins and outs of reporting.įollowing are five of the most valuable things I’ve learned. These platforms hold so much information - spread across thousands of records - that gleaning actionable insights becomes impossible without summary reports. Your data is only as good as your ability to see it, especially on cloud databases like Salesforce.
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